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At the beginning, Essex Economic features realized the importance of person telecommunications within our really works

At the beginning, Essex Economic features realized the importance of person telecommunications within our really works

We together with built several finest-journey advisers that continues to grow within the a sensible and you can mentioned style. Similar to this, Essex Monetary advisors is supplied to own quantities of wedding and you will assistance all of our customers visited anticipate and cost.

Stephen W. Bates

Steve possess more three decades of expertise on financial advisory and you can wide range management organization, and you can entered Essex Financial within the 2008. His practice comprise generally where you work with high net worthy of clients to ensure the capital and you will income goals together with riches transfer expectations is actually efficiently incorporated and they are being fulfilled. He and additionally deals with enough regional not-for-earnings communities, and you can brings his or her own personal expertise so you’re able to happen, having previously served given that Settee of Money and Resource Committee out-of a good $20 billion base.

Steve acquired their undergraduate off Dartmouth School and you will, immediately after helping since the a great naval manager on-board destroyers about Pacific, gone back to Dartmouth to earn an MBA away from Dartmouth’s Put School from Organization. They are actively employed in fund-raising and you can alumni circumstances during the each other Dartmouth and Put.

Dave Delfino, CFP®, CAP®

Dave thinks that by the keeping a disciplined way of an extensive monetary bundle, members feel the high likelihood for efficiently getting together with the private and you can monetary goals. The guy will bring total monetary think and you will financial support information to cover an effective wide selection of subjects. His love of mission oriented using and financial planning is exemplified by the their dedication to are a student of one’s exchange. He holds an MS in the Finance having an attention for the monetary believed regarding the Western University. He’s an official Economic Planner™ and you may a Chartered Advisor inside Philanthropy®. He and keeps the Series 66 securities permit in addition to the state of Connecticut Life insurance policies and you will Adjustable Deals Permits. The guy registered Essex Financial just after 10 years out-of offering website subscribers inside the private Visitors Classification within Fidelity Investments.

Dave existence together with spouse Jennifer & one or two boys for the Tangerine, Connecticut. Within free-time they benefit from the outdoors if you are snowboarding, bicycling, hiking, the game of golf and you can foods in the coastline. Which have a love of antique vehicles, he has invested hours and hours together with his father fixing all of them in their dad’s garage

David C. Donaldson, Jr. CRPC®

David’s career on capital community covers more than thirty years and each other national brokerage companies and you will bank broker systems. The guy keeps his 65 securities license, graduated out-of SUNY Get, Ny and has an MBA inside the fund from Fordham College, New york. David already serves as the brand new Chairman of one’s Farmington Lake Watershed Association, a non-earnings business. He had been a nationwide ranked system golf player and also provides fishing, golf and snowboarding, including composing and you may doing audio.

Sean Flynn, CCPS®

Sean was a monetary Mentor having Essex Financials’ Southport, Connecticut work environment. With more than ten years of expertise in the industry, Sean gives his subscribers exclusive information must link new pit anywhere between the complete monetary bundle plus the style of the financial support portfolio. A financial investment philosophy seriously rooted in academia has got the build for developing successful and you will varied portfolios centered on customer’s personal and economic goals and objectives.

Just before signing up for Essex Financial, Sean worked as the a monetary Mentor at the Apella Financial support, a keen RIA within the CT. In advance of Apella Mr. Flynn worked at the Merrill Lynch since a monetary Advisor in Manhattan, New york. An effective Fairfield University scholar, the guy retains a b.S. degree in the fund about Dolan School off Team. They are in addition to an official University Believe Gurus (CCPS) from National Institute from Official College Coordinators.

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